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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-14 |
| WA | RA | APPROVED | 2003-10-31 |
Branch Locations
340 4Th St, Kirkland, WA 98033 • United States
Redmond, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bellevue | WA | 09/2005 | 03/2022 |
| Ameriprise Financial Service, Llc | Kirkland | WA | 01/2022 | Present |
Business Ownership; McWilliams Lewis Team LLC; Owner; Financial Advisory; 340 4th Ave, , Kirkland, WA, 98033; Investment-Related; 01/26/2022; 60 hours per month; 60 during trading hours. Outside Employment; McWilliams Lewis Team LLC; Owner; Manage advisory business; 340 4th St, , Kirkland, WA, 98033; Investment-Related; 07/21/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-30 |
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